Corient Private Wealth LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 9, 2024
Value $
$55.8B
Signature - Title
Larry Nakamura - VP Compliance
Location
One Biscayne Tower, 2 S Biscayne Blvd, Suite 3200, Miami, Florida
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 2,249 $55.8B +$2.36B -$2.71B -$357M MSFT, AAPL, AMZN, COST, NVDA, GOOG 13F-HR 5/9/2024, 02:59 PM
Q4 2023 2,243 $54.4B +$6.39B -$1.49B +$4.9B AAPL, MSFT, BRKA, AMZN, GOOG, GOOGL 13F-HR 2/9/2024, 02:28 PM
Q3 2023 2,100 $41.9B +$2.14B -$940M +$1.2B AAPL, MSFT, AMZN, GOOGL, GOOG, BRKB 13F-HR 11/3/2023, 03:59 PM
Q2 2023 2,046 $43B +$4.76B -$957M +$3.8B AAPL, MSFT, AMZN, BRKB, GOOG, GOOGL 13F-HR 8/10/2023, 01:19 PM
Q1 2023 2,002 $37.2B +$9.15B -$1.16B +$8B AAPL, MSFT, AMZN, GOOG, BRKB, TMO 13F-HR 5/15/2023, 03:50 PM
Q4 2022 1,696 $27.5B AAPL, MSFT, BRKB, SCHF, DFUV, IVV 13F-HR 2/15/2023, 12:46 PM